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Name Holding Trade Value Shares
Change
Change in
Stake
GF
3101
GGM Financials
Ohio
$132K +$130K +1,577 New
RWM
3102
Raffa Wealth Management
District of Columbia
$132K +$5.19K +63 +4%
RCM
3103
Richardson Capital Management
Wisconsin
$132K +$29.7K +360 +30%
FCT
3104
First Community Trust
Iowa
$132K
STB
3105
S&T Bank
Pennsylvania
$128K +$41.4K +503 +49%
SRCM
3106
Signature Resources Capital Management
California
$127K -$34K -413 -21%
EPW
3107
Evergreen Private Wealth
Colorado
$126K
PAG
3108
Paladin Advisory Group
Iowa
$124K -$32.1K -390 -21%
AWM
3109
Abound Wealth Management
Tennessee
$122K -$121K -1,465 -50%
CWP
3110
Concord Wealth Partners
Virginia
$121K -$50.6K -614 -30%
HC
3111
Hara Capital
Washington
$120K -$45.3K -550 -28%
MSFP
3112
Mark Sheptoff Financial Planning
Connecticut
$118K
CFS
3113
CGC Financial Services
Oregon
$117K
VWM
3114
Vermillion Wealth Management
Minnesota
$114K
FNWA
3115
Financial Network Wealth Advisors
Utah
$114K +$7.91K +96 +8%
TVWM
3116
Tower View Wealth Management
Wisconsin
$114K +$1.07K +13 +1%
RF
3117
Robinswood Financial
Washington
$113K +$82 +1 +0.1%
CAM
3118
Creekmur Asset Management
Illinois
$112K +$165 +2 +0.2%
GFL
3119
Granite FO LLC
New Hampshire
$111K
ETS
3120
ESL Trust Services
New York
$111K +$9.8K +119 +10%
FP
3121
Financial Perspectives
Minnesota
$111K
TLCM
3122
Twin Lakes Capital Management
California
$111K +$8.65K +105 +9%
SVWA
3123
Sarver Vrooman Wealth Advisors
Missouri
$105K
VFM
3124
Vision Financial Markets
Connecticut
$99.5K
DWM
3125
Dogwood Wealth Management
Kansas
$99.3K +$13.3K +161 +16%